Navigate to the Design Canvas
- Open the Receive module.
- In the secondary navigation, click Applications.
- Search of filter to find the Application you'd like to edit, then click on it.
- Select the Template to open the editor.
Form Designer
The Form Designer is the primary visual editor for building and modifying form structure. This is where you:
- Drag and drop fields from the Toolbox panel onto your form canvas
- Arrange questions and sections in the desired order
- Configure field properties such as labels, placeholder text, and validation rules
- Preview how your form will appear to respondents
- Adjust layout and styling options
The Form Designer provides an accessable interface for both technical and non-technical users to build forms visually.
Test Form
The Test Form tab allows you to preview and interact with your form exactly as respondents will experience it. Use this feature to:
- Verify that all fields display correctly
- Test conditional logic and branching behaviour
- Validate that required fields and validation rules work as expected
- Check the mobile and desktop responsive layout
- Submit test responses to ensure data flows correctly
Always test your form before publishing to identify any issues with layout, logic, or user experience.
Form Logic
The Form Logic tab provides a visual interface for configuring conditional behaviour and dynamic form elements. This is where you can:
- Set visibility rules to show or hide questions based on previous answers
- Configure branching logic to guide respondents through different paths
- Define validation rules beyond basic field-level requirements
- Set up calculated fields that automatically compute values
- Create custom actions triggered by specific conditions
Form Logic is only available in Advanced mode and requires understanding of conditional statements and form workflow design.
JSON Editor
The JSON Editor tab displays the raw JSON definition of your form template. This advanced tool allows technical users to:
- Make bulk changes to multiple fields simultaneously
- Configure properties not exposed in the visual Form Designer
- Copy and paste form structure between templates
- Troubleshoot complex configuration issues
- Integrate with external systems that require specific JSON structure
The JSON Editor requires technical expertise and is only accessible in Advanced mode. Changes made directly to JSON can impact form functionality, so this tool should be restricted to trained administrators.
Simple vs Advanced Mode
The Receive form builder offers two modes that control which features and tools are available on the design canvas. You can switch between modes at any time by clicking the Simple mode or Advanced mode button.
Simple Mode
Simple mode is designed for quick builds and basic maintenance of forms. This mode provides:
- Limited toolbox - Only core field types (such as single input, checkbox, dropdown, and other common inputs) are available on the right-hand Toolbox panel
- No advanced configuration - Form Logic and JSON Editor tabs are hidden in Simple mode, so you cannot configure complex rules, events, or raw JSON
- Streamlined interface - Reduced options prevent accidental misconfiguration
Simple mode is best for business users and form owners who need to add or edit questions, adjust labels, or make minor layout changes without touching advanced behaviour. Use Simple mode when you want a safe editing experience and do not need conditional logic or custom configuration.
Advanced Mode
Advanced mode exposes the full power of the Receive form builder. This mode provides:
- Expanded toolbox - Many more field and widget types are available, including technical components such as HTML blocks, File upload, Editor, Microphone, Chandler Verify KYC Widget, and MFA Widget
- Access to behaviour configuration - The Form Logic tab becomes available so you can configure conditional visibility, branching, validations, and custom actions
- Direct JSON access - The JSON Editor tab is visible, allowing technical users to edit the underlying form definition for precise control or bulk changes
Advanced mode is best for technical users, administrators, and implementation teams who are configuring complex workflows, integrations, authentication widgets, or heavily dynamic forms. Switch to Advanced mode when you need to add specialised widgets, control behaviour, or align the form with external systems.